LWM

Lyell Wealth Management Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.3%
This Quarter Est. Return
1 Year Est. Return
+23.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.58M
3
+$3.58M
4
WORK
Slack Technologies, Inc.
WORK
+$3.16M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.13M

Top Sells

1
+$3.52M
2
+$2.82M
3
+$2.41M
4
GWRE icon
Guidewire Software
GWRE
+$893K
5
SHOP icon
Shopify
SHOP
+$753K

Sector Composition

1 Technology 38.51%
2 Healthcare 13.92%
3 Communication Services 9.32%
4 Consumer Discretionary 8.83%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.62M 1.43%
38,090
+767
27
$7.56M 1.42%
35,124
+4,520
28
$7.43M 1.39%
40,888
+57
29
$7.22M 1.35%
43,659
+230
30
$6.74M 1.26%
69,970
-401
31
$6.63M 1.24%
53,452
-770
32
$6.6M 1.24%
44,941
+4,206
33
$6.57M 1.23%
39,883
+1,570
34
$6.32M 1.18%
42,927
+766
35
$5.94M 1.11%
80,780
+1,540
36
$5.93M 1.11%
145,410
-86,292
37
$5.65M 1.06%
27,047
+647
38
$5.34M 1%
89,793
+1,546
39
$5.07M 0.95%
45,538
+1,290
40
$4.91M 0.92%
16,321
-463
41
$4.85M 0.91%
15,382
-17
42
$4.82M 0.9%
28,931
+4,402
43
$4.79M 0.9%
9,579
+565
44
$4.66M 0.87%
193,384
-17,544
45
$4.61M 0.86%
180,012
+11,625
46
$4.58M 0.86%
53,314
+3,961
47
$4.58M 0.86%
56,565
+1,158
48
$4.53M 0.85%
97,953
+5,906
49
$4.48M 0.84%
178,889
+800
50
$4.37M 0.82%
15,922
+3,268
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